Substitute Users

You can define substitute users for periods of absence. The substitute users you specify have the rights to carry out assignments given to you during this period.

Video: Substitute Users

Note: Assignment and document permissions may differ. So, if the assignment requires the assignee to edit a document, the substitute user of the assignee must have:

edit rights to the document
either a named user license or a concurrent user license

For more information about assignments, see Creating and Completing Assignments.

If the assignment is created after the substitute user has been specified, the substitute user will also receive notification of the assignment. If the substitute user is specified after creating the assignment, the substitute user will not receive any separate notification of the assignment. By using the Assigned to Me shortcut in the task area, the substitute user can view all uncompleted assignments.

Appointing a Substitute User

Steps

In M-Files Desktop, press ALT to display the menu bar and select Settings > Substitute Users from the menu.
Alternatively, you can click your user name in the upper right corner and select Substitute Users from the context menu.

The Substitute Users dialog is opened.
Click Add... to select the substitute user or users.
The Select Users dialog is opened.
Highlight the preferred user or users and click Add.
You can select more than one item at once by holding down the Ctrl key to select multiple individual items or by holding down the ⇧ Shift key to select adjacent items on the list.

The Select Users dialog is closed and the selected user or users are added to the Substitute users list.
Click OK to close the Substitute Users dialog.

Results

The users who you have just appointed as your substitute users will now be able to complete assignments assigned to you and will receive notifications about such assignments.